Sentiment in two charts pic.twitter.com/hotr0tl5P2

— zerohedge (@zerohedge) July 25, 2022

🇺🇸 #Buyback Blackout Period Is Over: We Are About To Get $11BN In VWAP Buying Every Day – Zerohedgehttps://t.co/5djNBKEShx

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

🇺🇸 Chicago Fed’s Activity Index Remains Negative for Second Month – Bloomberg
*Link: https://t.co/hq8LazfZiZ pic.twitter.com/IXtZYqgtVJ

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

🇺🇸 July Dallas Fed #Manufacturing Falls to -22.6 (weakest since May 2020), below est. and vs -17.7 prior
*New orders at -9.2 (weakest since May 2020) vs -7.3 prior pic.twitter.com/otX9CMkFC2

— Christophe Barraud🛢🐳 (@C_Barraud) July 25, 2022

🇺🇸 Walmart cuts profit outlook as inflation forces shoppers to spend more on necessities – CNBChttps://t.co/ADLWIMz2gq

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

this chart helps to explain Walmart's warning $WMT https://t.co/boK0lS0TK3 pic.twitter.com/nISl28jXu6

— Sam Ro 📈 (@SamRo) July 25, 2022

🇺🇸 The ⬇ in #gasoline prices is gaining momentum, with the national average posting its biggest weekly drop in almost 14 years. Pump prices ⬇ ~17 cents for the week ended Sunday, which also included a one-day drop of 3.1 cents (the largest daily ⬇ since Dec. 2008) – Bloomberg pic.twitter.com/eULrbYppMG

— Christophe Barraud🛢🐳 (@C_Barraud) July 25, 2022

🇺🇸 (2) | The problem is that employment data are mainly lagging or coincident indicators. In addition, data confirm the U.S. employment situation has already deteriorated over the past weeks and will weaken further in the coming months.https://t.co/B5EW2Yp6F0

— Christophe Barraud🛢🐳 (@C_Barraud) July 25, 2022

Price reductions are still climbing quickly.

34.8% of the market has taken a price cut.

It'll be October before price cuts level off. Over 40% at that time.

Sellers beware this only gets harder as the year goes on.

4/6 pic.twitter.com/jXnJ1K5jKD

— Mike Simonsen 🐉 (@mikesimonsen) July 25, 2022

🇺🇸 Forget About 100-Basis-Point #Fed Hike, Investors Say – Bloomberg pic.twitter.com/a0iNT00d8L

— Christophe Barraud🛢🐳 (@C_Barraud) July 25, 2022

🇺🇸 🇨🇳 🇹🇼 U.S. Officials Grow More Concerned About Potential Action by #China on #Taiwan – NYThttps://t.co/KRVWP6Cbwm

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

🇺🇸 🇨🇳 Biden still expects to speak with #China's Xi this week – Reutershttps://t.co/XNSricCGHb

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

https://twitter.com/Sino_Market/status/1551739020983410688

🇭🇰 #HongKong’s finance chief warns annual economic growth forecast could be cut, admits ‘most critical constraint’ has been border closure and pledges government is doing its all to ease rules – SCMPhttps://t.co/6QYYUhKZRe

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

🇯🇵 #Japan slashes fiscal year GDP growth forecast to 2.0% on global demand slump – Reutershttps://t.co/MwH1IyOzfv

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

Japan’s prices are showing more signs of rising on a wider basis as soaring commodity prices and a weak yen force companies to pass higher costs onto consumers at a pace not seen in decades https://t.co/16A2XT5LLF

— Bloomberg (@business) July 26, 2022

A match-making meeting organized by the #China Real Estate Association is held in Hangzhou today. Institutions including Cinda, CICC, and CZB attended.
Representatives from troubled developers will communicate with institutions and M&A-oriented corporations.-Cailian https://t.co/JdEagz4UTW

— CN Wire (@Sino_Market) July 26, 2022

Minutes of the Monetary Policy Meeting on June 16 and 17, 2022 https://t.co/vR37vGFhv3

— Bank of Japan (@Bank_of_Japan_e) July 25, 2022

🇯🇵 The gap between #Japan’s longest-dated yields and benchmark 10-year equivalents surged to the widest since 2015 as the central bank’s determination to stick with dovish policy puts strain on the world’s second-biggest sovereign bond market – Bloomberg pic.twitter.com/da96AKjNce

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

The possibility of U.S. House Speaker Nancy Pelosi visiting Taiwan is stoking China-US tensions just days ahead of a phone call between President Joe Biden and President Xi Jinping. @EngleTV reports on @BloombergTV https://t.co/y2IHSYWm1I pic.twitter.com/HjXRPRskEF

— Bloomberg TV (@BloombergTV) July 26, 2022

UK Voter Concern About Inflation Touches Highest In 40 Years – BBG https://t.co/tBns4Tw9o9

— LiveSquawk (@LiveSquawk) July 26, 2022

Spanish PPI (M/M) Jun: 1.9% (prev 0.9%; prevR 1.0%)
– Spanish PPI (Y/Y) Jun: 43.2% (prev 43.6%)

— LiveSquawk (@LiveSquawk) July 26, 2022

🇮🇹 #Italy’s access to share of €800bn EU Covid funds in play after Mario Draghi’s exit – FThttps://t.co/1PBUmwWYxF

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

🇪🇺 EU Faces Solidarity Test Over Forced Cuts in Russian #Gas Fight – Bloomberg
*Link: https://t.co/9KqbnfL2Ar pic.twitter.com/JVV5JfRuJq

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

🇪🇺 *EUROPEAN #GAS FUTURES REACH 190.49 EU/MWH, HIGHEST SINCE MARCH 9 – BBG

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

Greece lays out proposals to reduce the influence of surging natural gas costs on electricity prices https://t.co/ruLNRWpGVG

— Bloomberg (@business) July 26, 2022

Truss’s tax cut plan is ‘risky’ for the UK, former BOE rate setter DeAnne Julius says https://t.co/jmD4DkBsYF via @rvlandberg pic.twitter.com/LQQO7bBVQo

— Zoe Schneeweiss (@ZSchneeweiss) July 26, 2022

🇷🇺 The Steady Erosion of Russian #Oil Exports Continues – Bloomberg
*Link: https://t.co/8ME4e9oHi8 pic.twitter.com/4UtBePyOja

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022

Follow the latest updates from Russia's invasion of Ukraine https://t.co/Vd9jNAPiLe

— Bloomberg Economics (@economics) July 26, 2022

⚠ #WeekAhead: Week 30 (2022) ⚠

🇺🇸 #FOMC Meeting
🇺🇸 🇪🇺 U.S. and Eurozone GDP
🇪🇺 #Eurozone CPI
🇪🇺 EU Emergency Meeting on #Energy
…https://t.co/BK5y2KcsJ1

— Christophe Barraud🛢🐳 (@C_Barraud) July 25, 2022

🌎 #IMF will release its Economic Outlook Update today.
*Link: https://t.co/7Odb1Pkge9

➡ GDP forecasts will be revised downward especially for 2022

➡ The consensus still looks optimistic pic.twitter.com/3yQzUmoKxM

— Christophe Barraud🛢🐳 (@C_Barraud) July 26, 2022